CRM and marketing automation that follows up each enquiry
We set up lead scoring, follow-up emails and pipeline reports in HubSpot, Salesforce or Dynamics 365, and clean up the duplicate records already in it.
- 01A list of what to fix
- 02A working set-up in your CRM
- 03A team that knows the set-up
- 04A monthly report
HubSpot
Salesforce
MicrosoftExamples by platform
What we set up
Each part is set up in your own CRM, so your team keeps the records and the reports.
Lead scoring
Points for what each enquiry does, such as filling in a form or opening an email, so your team knows who to call first.
The written plan names the channels for your business and why each one is included.
Examples for different businesses. Names and figures in them are illustrative.
Overview
Who CRM work suits
Businesses on HubSpot, Salesforce or Dynamics 365 that need follow-ups sent on time and pipeline reports they can check.
CRM work suits a business that already uses HubSpot, Salesforce or Dynamics 365 and finds enquiries are missed or followed up late. It also suits a business moving its enquiries out of spreadsheets or an inbox and into a CRM.
What you receive
- 01
A list of what to fix
We look at how enquiries reach your CRM today, where they stall and the duplicate records.
- 02
A working set-up in your CRM
We set up the stages, scoring, emails and reports in your CRM.
- 03
A team that knows the set-up
We show your team how to work the pipeline each day.
- 04
A monthly report
Each month we check the reports and change the scoring and emails where needed.
Tell us which CRM you use and where enquiries are missed now. The written plan lists what we build, when it is ready and the price.
Talk to usOur workflow for this service
New enquiries answered within minutes
Our workflow on the left, and what the customer sees on the right, as each step completes. Sample data.
Before the pipeline
Enquiries scored as they arrive
Each enquiry is scored as it arrives. High scores go to your sales team; the rest receive a follow-up email.
Sparkles Cleaning▾The panel shows example enquiries.
Campaign collateral
The emails, mailers and pages a follow-up sequence sends
Example campaigns for different businesses.
How it works
How the set-up runs
- 01
CRM review
We look at how enquiries reach your CRM today, where they stall and the duplicate records.
- 02
Set-up
We set up the stages, scoring, emails and reports in your CRM.
- 03
Training
We show your team how to work the pipeline each day.
- 04
Monthly check
Each month we check the reports and change the scoring and emails where needed.
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Where do your enquiries go missing?
Tell us which CRM you use and how enquiries reach it now.